SS&C Advent’s Geneva®, our portfolio, fund, and investor accounting solution, releases a series of product enhancements twice a year as the team is constantly working to help our clients optimize the technology to reach peak operational efficiency. Achieving operational Alpha is simpler than you may think… All You Need is a Plan. Join our hosts as they sit down with Karen Meehan and Patrick Mooney to dive into how you and your team can utilize the updated features of the October release today.
Speakers
Karen Meehan
Guest Speaker | Sr. Manager, Product Management, SS&C Advent
Located in San Francisco, CA, Karen was an early member of the Geneva Development team. Her tenor at SS&C Advent means she brings us knowledge and experience from the development perspective, to working alongside our clients throughout the upgrade process, to currently leading a talented group of software engineers, release managers, and technical product managers as a Senior Manager of Product Management.
Patrick Mooney
Guest Speaker | Sr. Client Success Manager, SS&C Advent
Located in Jacksonville, FL, Patrick brings us over nine years of Geneva expertise. Much of that time, he's focused on the success of our clients during his time in support and now as a Customer Success Manager.
Jasmin Conner
Host | Sales Engineer, Black Diamond, SS&C Advent
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Trent Berry
Host | SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,
Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.